-100.0%
VIVK vs CAI
-9.9%
-90.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.2% | -8.6% | -7.6% |
| 7D | -4.4% | -2.9% | -1.5% | -3.9% |
| 30D | -40.8% | +9.3% | -50.2% | -42.2% |
| 3M | -94.1% | +35.2% | -129.4% | -94.6% |
| 6M | -98.2% | +30.7% | -128.9% | -98.4% |
| YTD | -98.0% | -9.8% | -88.2% | -98.0% |
| 1Y | -100.0% | -28.9% | -71.1% | -100.0% |
| All | -100.0% | -9.9% | -90.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling